Capital Planning Partners, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Capital Planning Partners is a leading wealth management firm focused on providing integrated solutions for private and corporate clients.  We assist affluent families, corporate executives, and business owners achieve their wealth accumulation, wealth preservation, and wealth transfer goals.  Our team has significant experience handling the most sophisticated and complex personal and business planning issues.

Find Capital Planning Partners, LLC employees' phone numbers or email addresses

Capital Planning Partners, LLC Global Highlights

North America
3

United States Of America
3

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Capital Planning Partners, LLC's Leadership

K. N.
Managing Director
Mobile Phone
Email
C. T.
Mobile Phone
Email

Contact profiles from Capital Planning Partners, LLC

Name

Title

Contact Info

Location

Last Update

K. N.
Managing Director
Mobile Phone
Email
UNITED STATES
Feb 09, 2023
C. T.
Mobile Phone
Email
UNITED STATES
Oct 21, 2024

Frequently Asked Questions

What is Capital Planning Partners, LLC known for?

Capital Planning Partners, LLC operates in the Financial Services industry. The company's main headquarters is located in One Almaden Boulevard, Suite 610, San Jose, California 95113, US; you can contact the main corporate office by phone at

+1-408-999-****

. Explore Capital Planning Partners, LLC's company overview page for more information.

What is Capital Planning Partners, LLC's most common email format?

Capital Planning Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Planning Partners, LLC email formats with LeadIQ.

How many employees does Capital Planning Partners, LLC have currently?

Capital Planning Partners, LLC has approximately 2 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Capital Planning Partners, LLC's key employees and leadership?

As of December 2025, Capital Planning Partners, LLC's key employees include:

Managing Director: K. N.
: C. T.

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